Houston Museum of Natural Science (EIN 741036131) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1909

Legal Domicile

Principal Officer

Joel A Bartsch

Phone

7136394629

Tax Period

2023-01-01 to 2023-12-31

Houston Museum of Natural Science, founded in 1909, is a mid-sized nonprofit in the Arts, Culture & Humanities sector that reported $82.1M in total revenue in fiscal year 2023. Revenue surged 78% from the prior year, signaling strong growth momentum. The organization ran a surplus of $16.1M, a strong 20% operating margin.

Mission

The Houston Museum of Natural Science (HMNS) serves as a valuable resources for the Houston community, offering extensive collections, exciting interactive exhibits, immersive environments, engaging films, compelling traveling exhibitions, and comprehensive classroom experiences.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $44,950,418

Program Service Revenue $32,232,572

Investment Income $2,650,117

Other Revenue $2,240,855

TOTAL REVENUE $82,073,962

Expense Breakdown

Grants Paid $8,000

Salaries & Benefits $23,377,420

Fundraising Expenses $4,165,903

Program Expenses $53,642,790

Other Expenses $42,579,802

TOTAL EXPENSES $65,965,222

Year-over-Year Comparison

	2023	2022	Change
Revenue	$82,073,962	$46,224,188	+0.8%
Expenses	$65,965,222	$41,601,808	+0.6%
Net Income	$16,108,740	$4,622,380	+2.5%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✓ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

984

Volunteers

617

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

⚠ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✓ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$1,637,975

Total Directors

Key Employees

$1,280,487

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Randa Duncan Williams	Chairman	6.00	Officer Director	$0	$0	$0
S Reed Morian	Vice Chairman	6.00	Officer Director	$0	$0	$0
Matthew J Assiff	Treasurer	6.00	Officer Director	$0	$0	$0
Tim Cejka	Secretary	6.00	Officer Director	$0	$0	$0
Al Walker	Imm. Past Chair	6.00	Officer Director	$0	$0	$0
Brady F Carruth	Exec. Committee	1.00	Director	$0	$0	$0
Alfred C Glassell III	Exec. Committee	1.00	Director	$0	$0	$0
George Lindahl III	Exec. Committee	1.00	Director	$0	$0	$0
William C Montgomery	Exec. Committee	1.00	Director	$0	$0	$0
Carroll R Ray	Exec. Committee	1.00	Director	$0	$0	$0
Christopher Stavros	Exec. Committee	1.00	Director	$0	$0	$0
George W Strake III	Exec. Committee	1.00	Director	$0	$0	$0
Garry Tanner	Exec. Committee	1.00	Director	$0	$0	$0
Eugene Werlin Jr	Exec. Committee	1.00	Director	$0	$0	$0
F Fox Benton III	Trustee	1.00	Director	$0	$0	$0
Ernest H Cockrell	Trustee	1.00	Director	$0	$0	$0
Michael G Cousins	Trustee	1.00	Director	$0	$0	$0
Carolyn Davis	Trustee	1.00	Director	$0	$0	$0
Neil W Duffin	Trustee	1.00	Director	$0	$0	$0
Douglas C Elliott	Trustee	1.00	Director	$0	$0	$0
George R Farris	Trustee	1.00	Director	$0	$0	$0
Jason Fertitta	Trustee	1.00	Director	$0	$0	$0
Jeff B Gustavson	Trustee	1.00	Director	$0	$0	$0
Randall B Hale	Trustee	1.00	Director	$0	$0	$0
Anne Hamman Brollier	Trustee	1.00	Director	$0	$0	$0
Tracey Henderson	Trustee	1.00	Director	$0	$0	$0
Maynard Holt	Trustee	1.00	Director	$0	$0	$0
Michael Holthouse	Trustee	1.00	Director	$0	$0	$0
Peter D Huddleston	Trustee	1.00	Director	$0	$0	$0
John W Johnson	Trustee	1.00	Director	$0	$0	$0
TMark Kelly	Trustee	1.00	Director	$0	$0	$0
Sippi K Khurana MD	Trustee	1.00	Director	$0	$0	$0
Truett Latimer	Trustee	1.00	Director	$0	$0	$0
Joella Mach	Trustee	1.00	Director	$0	$0	$0
Sean M Maher	Trustee	1.00	Director	$0	$0	$0
Ronald N McMillan	Trustee	1.00	Director	$0	$0	$0
Derrick Mitchell	Trustee	1.00	Director	$0	$0	$0
Michael K Mithoff	Trustee	1.00	Director	$0	$0	$0
Laurie N Morian	Trustee	1.00	Director	$0	$0	$0
William E Pritchard III	Trustee	1.00	Director	$0	$0	$0
Jason Sabat	Trustee	1.00	Director	$0	$0	$0
Lias J Steen	Trustee	1.00	Director	$0	$0	$0
Samuel E Stubbs	Trustee	1.00	Director	$0	$0	$0
Rusty Walter	Trustee	1.00	Director	$0	$0	$0
James D Weaver	Trustee	1.00	Director	$0	$0	$0
Harry P Weitzel	Trustee	1.00	Director	$0	$0	$0
William M Wheless III	Trustee	1.00	Director	$0	$0	$0
John P Wilkirson	Trustee	1.00	Director	$0	$0	$0
David W Williams	Trustee	1.00	Director	$0	$0	$0
Jeanie Kilroy Wilson	Trustee	1.00	Director	$0	$0	$0
James Wu	Trustee	1.00	Director	$0	$0	$0
Joel A Bartsch	President	40.00	Officer	$670,608	$32,446	$703,054
Jill M Lee	Chief Financial Officer	40.00	Officer	$353,661	$32,416	$386,077
Eugenia K Dermas	Chief Development Officer	40.00	Officer	$522,294	$26,550	$548,844
Angel DeLeon	SVP, HR/Bldg Operations	40.00	Key Emp	$270,420	$29,746	$300,166
Erin Blatzer	SVP, Budgeting	40.00	Key Emp	$273,909	$27,846	$301,755
Latha Thomas	SVP, Marketing	40.00	Key Emp	$230,308	$13,286	$243,594
Lisa Rebori	SVP, Collection/Exhibit	40.00	Key Emp	$231,201	$18,443	$249,644
Melodie Wade	SVP, Digital Marketing	40.00	Key Emp	$172,682	$12,646	$185,328
Mark Belcher	Director of IT	40.00	Highest	$210,122	$19,524	$229,646
Oscar Ruiz	VP, Museum Facilities	40.00	Highest	$163,209	$16,285	$179,494
Nicole Temple	VP, Education	40.00	Highest	$153,027	$16,129	$169,156
Victor Ticas	Dir. Exhibit Prod.	40.00	Highest	$176,791	$20,668	$197,459
Nicholaus Gaytan	Controller	40.00	Highest	$162,918	$16,734	$179,652

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$82,073,962	$65,965,222	$308,228,843	$16,108,740
2022	$46,224,188	$41,601,808	$277,531,961	$4,622,380
2021	$71,596,152	$50,263,772	$286,089,247	$21,332,380
2020	$54,084,906	$56,183,508	$243,476,932	$-2,098,602
2019	$51,565,168	$36,306,338	$244,558,701	$15,258,830
2018	$41,271,537	$46,732,565	$217,371,444	$-5,461,028

Houston Museum of Natural Science